CLUSTER
Business and Marketing
CONCENTRATION
Legal Office (Adult)
WVEIS CODE
BM1483
ONET Codes and Occupations:
43-6012.00 – Legal Secretary
Sample of job titles upon completion of the concentration: Legal Secretary, Legal Assistant, Magistrate
Assistant, Confidential Secretary, Judicial Administrative Assistant, Legal Administrative Secretary, Litigation
Assistant, Secretary
INDUSTRY CREDENTIALS
Legal Professional Tests – www.opac.com
REQUIRED COURSES (No Sequence Required)
WVEIS Code
Course
1411
Business Computer Applications I
1449
Office Management
1525
Computerized Legal Office Software
1526
Legal Terminology/Transcription
ELECTIVE COURSES
WVEIS Code
1409
1417
1512
Course
Business Communications
Business Law
Workplace Practicum
1
REQUIRED COURSE SKILL SETS
Career Preparation Skills
Safety
Leadership Development
Customer and Personal Service
Clerical Applications
Basic Computer Applications
Administration and Management
Office Tasks
Word Processing and PDF File Creation
Calendaring
Meetings and Hearings
Spreadsheet Creation
Legal Timekeeping and Billing
Databases, Case Management and Docket Control
Electronic Discovery
Litigation Support
Internet, Computer-Assisted Legal Research and Electronic Mail
Electronic Courthouse, Automated Courtroom and Presentation Graphics
Legal Terminology
Legal Ethics
Legal Transcription
Legal Documents
Areas of Law
2
Skill set standards for Career Preparation Skills, Safety, Leadership Development and Customer and Personal
Service should be integrated throughout the concentration as remaining skill sets are delivered.
Skill Set
Knowledge Objectives
BM.1
Performance Objectives
BM.2
BM.3
BM.4
BM.5
BM.6
BM.7
BM.8
BM.9
BM.10
Skill Set
Knowledge Objectives
BM.11
Performance Objectives
Career Preparation Skills
Students will demonstrate knowledge of
 career paths.
 goal development and achievement.
 attitudes and work habits that support career retention and advancement.
 communication in varied contexts.
Students will





relate skills and abilities to possible career pathways.
explain methods of goal development.
exhibit methods of time management and task coordination.
practice professionalism in punctuality, appropriate dress, task completion, etc.
investigate methods of supervision such as giving and receiving feedback and
instruction.
 develop and present a statement of their personal work ethic beliefs.
 prepare an application, cover letter, resume and thank you letter.
 create a personal portfolio for use when applying for employment.
 practice simulated job interviews.
Safety
Students will demonstrate knowledge of
 safety procedures.
 accident reporting agencies.
Students will
BM.12
BM.13
BM.14
BM.15




BM.16
BM.17
BM.18



recognize the main causes of accidents.
develop a plan which outlines the procedures for handling an accident.
demonstrate operating instructions before using any equipment.
establish procedures for safe evacuation of the worksite in the event of an
emergency.
demonstrate methods of extinguishing fires.
determine safety rules on the job.
follow proper handling and storage procedures of hazardous materials.
3
Skill Set
Knowledge Objectives
BM.19
Performance Objectives
BM.20
BM.21
BM.22
BM.23
BM.24
Skill Set
Knowledge Objectives
BM.25
Performance Objectives
BM.26
BM.27
Leadership Development
Students will demonstrate knowledge of
 public speaking.
 parliamentary law.
 leadership concepts.
 characteristics of effective teams and organizations.
Students will





develop and deliver speeches.
participate in meetings using parliamentary law procedures.
attend leadership conferences or training (local, state or national).
volunteer in community service opportunities.
participate in career development events.
Customer and Personal Service
Students will demonstrate knowledge of
 customer needs assessment.
 quality standards for services.
 evaluation of customer satisfaction.
Students will


hear and resolve complaints from customers or the public.
greet visitors or callers and handle their inquiries or direct them to the
appropriate persons according to their needs.
BM.28
 access customer needs, meet quality standards for service and evaluate
customer satisfaction.
BM.29
 keep records of customer interactions or transactions, recording details of
inquiries, complaints or comments, as well as actions taken.
BM.30
 check to ensure that appropriate changes were made to resolve customers'
problems.
Skill Set
Literacy and Numeracy
Knowledge objectives
Students will demonstrate knowledge of
BM.31
Performance Objectives
 literacy and numeracy skills required to solve complex.
 real-world problems associated with their career/technical content area.
 improve their thinking and reasoning skills.
Students will
BM.32

BM.33

BM.34

utilize a variety of technical sources (e.g., Internet, manuals, journals,
directions, reports, etc.) to complete career/technical assignments and projects.
demonstrate writing skills required to complete career/technical assignments
and projects.
demonstrate accuracy in calculating and measuring graphical work required to
complete career/technical assignments and projects.
4
BM.35

analyze tables, charts, graphs and multiple data sources to complete
career/technical assignments and projects.
5
Business Computer Applications I
Skill Set
Knowledge Objectives
1411.1
Performance Objectives
1411.2
1411.3
1411.4
1411.5
1411.6
1411.7
1411.8
1411.9
Skill Set
Knowledge Objectives
1411.10
Performance Objectives
WVEIS 1411
Clerical Applications
Students will demonstrate knowledge of





administrative and clerical procedures and systems.
word processing.
managing files and records.
designing forms.
other office procedures and terminology.
Students will

answer telephones and give information to callers, take messages or transfer
calls to appropriate individuals.
 file and maintain records.
 compile, copy, sort and file records of office activities, business transactions
and other activities.
 make copies of correspondence or other printed material.
 review work done by others to check for correct spelling and grammar, ensure
that company format policies are followed and recommend revisions.
 compose, type and distribute meeting notices, routine correspondence and
reports.
 gather, register and arrange the material to be typed, following instructions.
 review correspondence for format and typographical accuracy, assemble the
information into a prescribed form with the correct number of copies and
submit it to an authorized official for signature.
Basic Computer Applications
Students will demonstrate knowledge of
 electronic equipment.
 computer hardware and software, including applications.
Students will
1411.11

1411.12

1411.13

1411.14
1411.15


1411.16
1411.17


differentiate amongst hardware, software, system software and application
software.
suggest and check alternate spellings, locations and/or listing formats for
customers lacking details or complete information.
operate office equipment such as fax machines, copiers and phone systems,
and use computers for spreadsheet, word processing, database management
and other applications.
compile, sort and verify the accuracy of data before it is entered.
compare data with source documents or re-enter data in verification format to
detect errors.
store completed documents in appropriate locations.
format documents, insert graphics, create tables, sort data and use templates.
6
1411.18
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1411.19

1411.20

1411.21

1411.22
1411.23


1411.24

1411.25

1411.26

1411.27
1411.28


1411.29
1411.30


1411.31

transmit information or documents to customers, using computer, mail or
facsimile machine.
maintain and update filing, inventory, mailing and database systems, either
manually or using a computer.
notify supervisor or computer maintenance technicians of equipment
malfunctions.
locate and attach appropriate files to incoming correspondence requiring
replies.
add new material to file records or create new records as necessary.
find and retrieve information from files in response to requests from authorized
users.
type correspondence, reports, text and other written material from rough drafts,
corrected copies, voice recordings, dictation or previous versions, using a
computer or word processor.
perform basic presentation functions to create, format, edit, save and print a
presentation.
operate spreadsheet, database programs and other types of software to load and
manipulate data and to produce reports.
operate new office technologies as they are developed and implemented.
demonstrate netiquette, acceptable use policy and ethical practices related to
Internet access.
integrate Internet information into software applications.
retrieve, separate and sort program output as needed and send data to specified
users.
type acknowledgement letters to persons sending correspondence.
7
Office Management
Skill Set
Knowledge Objectives
1449.1
Performance Objectives
WVEIS 1449
Administration and Management
Students will demonstrate knowledge of
 human resources modeling.
 leadership techniques.
 production methods.
 coordination of peoples and resources.
Students will
1449.2

1449.3

1449.4
1449.5


1449.6

1449.7
1449.8


1449.9

1449.10

1449.11

1449.12

1449.13
1449.14
1449.15
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

1449.16

1449.17
1449.18


1449.19
1449.20
1449.21



resolve customer complaints or answer customers' questions regarding policies
and procedures.
supervise the work of office, administrative or customer service employees to
ensure adherence to quality standards, deadlines and proper procedures,
correcting errors or problems.
develop work schedules according to budgets and workloads.
provide employees with guidance in handling difficult or complex problems or
in resolving escalated complaints or disputes.
implement corporate or departmental policies, procedures and service
standards in conjunction with management.
complete forms in accordance with company procedures.
discuss job performance problems with employees to identify causes and
issues and to work on resolving problems.
train or instruct employees in job duties or company policies or arrange for
training to be provided.
conduct research, compile data and prepare papers for consideration and
presentation by executives, committees and boards of directors.
evaluate employees' job performance and conformance to regulations and
recommend appropriate personnel action.
review records or reports pertaining to activities such as production, payroll or
shipping to verify details, monitor work activities or evaluate performance.
recruit, interview and select employees.
interpret and communicate work procedures and company policies to staff.
prepare and issue work schedules, deadlines and duty assignments for office or
administrative staff.
read and analyze incoming memos, submissions and reports to determine their
significance and plan their distribution.
manage projects or contribute to committee or team work.
coordinate activities with other supervisory personnel or with other work units
or departments.
plan, administer and control budgets for contracts, equipment and supplies.
process payroll information.
coordinate conferences and meetings.
8
1449.22
1449.23
1449.24
1449.25
1449.26
Skill Set
Knowledge Objectives
1449.27
Performance Objectives

supervise and train other clerical staff and arrange for employee training by
scheduling training or organizing training material.
 coordinate and direct office services, such as records, departmental finances,
budget preparation, personnel issues and housekeeping to aid executives.
 make recommendations to management concerning such issues as staffing
decisions or procedural changes.
 set up and oversee administrative policies and procedures for offices or
organizations.
 monitor and direct the work of lower-level clerks.
Office Tasks
Students will demonstrate knowledge of
 administrative and clerical procedures and systems.
 word processing.
 managing files and records.
 designing forms.
 other office procedures and terminology.
Students will
1449.28

1449.29

1449.30

1449.31

1449.32

1449.33

1449.34

1449.35

1449.36
1449.37
1449.38
1449.39




1449.40

operate office equipment such as fax machines, copiers and phone systems,
and use computers for spreadsheet, word processing, database management
and other applications.
transmit information or documents to customers, using computer, mail or
facsimile machine.
maintain and update filing, inventory, mailing and database systems, either
manually or using a computer.
prepare invoices, reports, memos, letters, financial statements and other
documents, using word processing, spreadsheet, database or presentation
software.
set up and maintain paper and electronic filing systems for records,
correspondence and other material.
locate and attach appropriate files to incoming correspondence requiring
replies.
open, sort and route incoming mail, answer correspondence and prepare
outgoing mail.
compile, copy, sort and file records of office activities, business transactions
and other activities.
make copies of correspondence or other printed material.
add new material to file records or create new records as necessary.
track materials removed from files to ensure that borrowed files are returned.
sort or classify information according to guidelines, such as content, purpose,
user criteria, or chronological, alphabetical or numerical order.
review work done by others to check for correct spelling and grammar, ensure
that company format policies are followed and recommend revisions.
9
1449.41
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1449.42

1449.43
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1449.44
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1449.45

1449.46
1449.47
1449.48
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

1449.49
1449.50


1449.51

1449.52

compose, type and distribute meeting notes, routine correspondence and
reports.
compute, record and proofread data and other information, such as records or
reports.
learn to operate new office technologies as they are developed and
implemented.
type, format, proofread and edit correspondence and other documents from
notes or dictating machines, using computers or typewriters.
read and analyze incoming memos, submissions and reports to determine their
significance and plan their distribution.
attend meetings to record minutes.
manage and maintain executives' schedules.
collect, count and disburse money, do basic bookkeeping and complete
banking transactions.
complete and mail bills, contracts, policies, invoices or checks.
collect and disburse funds from cash accounts and keep records of collections
and disbursements.
process and prepare documents, such as business or government forms and
expense reports.
prepare and mail checks.
10
Computerized Legal Office Software
Skill Set
Knowledge Objectives
1525.1
Performance Objectives
1525.2
1525.3
1525.4
1525.5
1525.6
Skill Set
Knowledge Objectives
WVEIS 1525
Word Processing and PDF File Creation
Students will demonstrate knowledge of
 word processing programs.
 PDF creation.
Students will





create word processing documents.
merge documents.
use word-processing file formats.
use word templates.
create a PDF document.
Calendaring
Students will demonstrate knowledge of
1525.7
 calendaring methods.
Performance Objectives Students will
1525.8
1525.9
1525.10
Skill Set
Knowledge Objectives



create and maintain a computerized calendar.
create and maintain a wall calendar.
create and maintain a personal/manual calendar.
Meetings and Hearings
Students will demonstrate knowledge of
1525.11
 office tasks conducted in a meeting and/or hearing.
Performance Objectives Students will
1525.12
Skill Set
Knowledge Objectives

attend meetings and/or hearings to record minutes.
Spreadsheet Creation
Students will demonstrate knowledge of
1525.13
 spreadsheet operations.
Performance Objectives Students will
1525.14
1525.15
1525.16
Skill Set
Knowledge Objectives
1525.17



use spreadsheet fundamentals to create a spreadsheet.
choose a spreadsheet structure.
organize information into a spreadsheet.
Legal Timekeeping and Billing
Students will demonstrate knowledge of

timekeeping and billing fundamentals.
11
Performance Objectives
1525.18
1525.19
1525.20
1525.21
1525.22
1525.23
1525.24
1525.25
Skill Set
Knowledge Objectives
Students will








compare manual billing systems to computerized billing systems.
explain the computerized timekeeping and billing process.
identify kinds of legal fee agreements.
identify legal expenses.
explain the functions of a successful billing system.
demonstrate computerized timekeeping and billing.
integrate timekeeping and billing, accounting and case management.
demonstrate ethics of timekeeping and billing.
Databases, Case Management and Docket Control
Students will demonstrate knowledge of
1525.26
 databases, case management and docket control.
Performance Objectives Students will
1525.27
1525.28
1525.29
1525.30
1525.31
1525.32
1525.33
1525.34
Skill Set
Knowledge Objectives
1525.35
Performance Objectives
1525.36








use database fundamentals to create a database.
choose a database structure.
organize information into a database.
explain case management and document control.
identify types of computerized docket control systems.
implement case management systems.
explain the docket cycle.
demonstrate ethical considerations and consider malpractice issues in the legal
environment.
Electronic Discovery
Students will demonstrate knowledge of
 federal rules of civil procedure and electronically stored information.
 producing and receiving electronically stored information.
Students will

explain federal rules regarding civil procedure and electronically stored
information.
1525.37
 produce and receive electronically stored information.
1525.38
 demonstrate ethical considerations when handling electronically stored
information.
Skill Set
Litigation Support
Knowledge Objectives
Students will demonstrate knowledge of
1525.39
Performance Objectives
1525.40
 documents used in litigation.
 manual litigation support methods.
Students will

track information and documents used in litigation.
12
1525.41
1525.42
1525.43
1525.44
1525.45
Skill Set
Knowledge Objectives
1525.46
Performance Objectives
1525.47
1525.48
1525.49
1525.50
1525.51
1525.52
Skill Set
Knowledge Objectives
1525.53
Performance Objectives
1525.54
1525.55
1525.56





explain manual litigation support methods.
identity types of computerized litigation support systems.
explain the litigation support process.
search and retrieve litigation and support data.
demonstrate ethical considerations when creating litigation documents.
Internet, Computer-Assisted Legal Research and Electronic Mail
Students will demonstrate knowledge of
 internet usage in the legal environment.
 computerized legal research.
 electronic mail.
Students will
 use the internet in the legal environment.
 search and find information on the World Wide Web.
 use electronic mail in the legal environment.
 conduct computer-assisted legal research.
 conduct manual legal research.
 identify fee-based computer-assisted legal research services.
Electronic Courthouse, Automated Courtroom and Presentation Graphics
Students will demonstrate knowledge of
 electronic courthouse.
 automated courtroom.
 presentation graphics.
Students will



explain the electronic courthouse.
explain the automated courthouse.
create legal presentations.
13
Legal Terminology and Transcription
Skill Set
Knowledge Objectives
1526.1
Performance Objectives
1526.2
1526.3
1526.4
1526.5
Skill Set
Knowledge Objectives
WVEIS 1526
Legal Terminology
Students will demonstrate knowledge of
 terminology usage in various legal documents.
Students will




identify and define legal terms.
pronounce and spell legal terms.
utilize legal terms in appropriate legal documents.
proofread documents for any formatting and typographical errors.
Legal Ethics
Students will demonstrate knowledge of
1526.6
 legal ethics.
Performance Objectives Students will
1526.7
1526.8
Skill Set
Knowledge Objectives


apply legal ethics related to various professions.
exhibit professional conduct required of legal professionals or other law
related positions, including confidentiality issues.
Legal Transcription
Students will demonstrate knowledge of
1526.9
 dictation and transcribing.
Performance Objectives Students will
1526.10
1526.11
Skill Set
Knowledge Objectives


identify the parts of a transcriber machine.
operate the transcriber machine.
Legal Documents
Students will demonstrate knowledge of
1526.12
 legal document formatting when transcribing documents.
Performance Objectives Students will
1526.13
1526.14
1526.15
1526.16
Skill Set
Knowledge Objectives
1526.17




make correct word choices.
use correct legal document formatting.
utilize a word processing software to transcribe legal documents.
apply transcription rules when formatting.
Areas of Law
Students will demonstrate knowledge of

various areas of law.
14
Performance Objectives
1526.18
1526.19
1526.20
1526.21
1526.22
1526.23
1526.24
1526.25
1526.26
1526.27
1526.28
1526.29
Students will
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
identify State and Federal Court Systems.
explain civil and criminal law.
explain litigation-pretrial, trial and proceedings.
explain litigation-verdicts and judgments.
explain litigation-judgments and appeals.
explain probate-wills and estates.
explain real property.
explain contracts and leases.
explain family law.
explain legal instruments.
explain bankruptcy.
explain appellate practice.
15